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Loring Wolcott & Coolidge Fiduciary Advisors’s Global X Copper Miners ETF NEW COPX Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio COPX Stock Details COPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-4,400
Closed -$166K – 616
2023
Q2 		$166K Buy
+4,400
New +$169K ﹤0.01% 310

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Northwestern Mutual Wealth Management
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Morgan Stanley
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CI
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Thrivent Financial for Lutherans
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's COPX Position: Q3 2023 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Global X Copper Miners ETF NEW (COPX) in Q3 2023, closing a stake of 4,400 shares — an estimated $166K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in COPX in Q2 2023 and held it in 1 quarter. The position peaked at $166K in Q2 2023. 149 funds tracked by Wall St. Rank hold COPX as of Q3 2023.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Global X Copper Miners ETF NEW position as of Q3 2023 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 4,400 Global X Copper Miners ETF NEW shares in Q3 2023, an estimated $166K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Global X Copper Miners ETF NEW in Q2 2023 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Global X Copper Miners ETF NEW position peaked at $166K in Q2 2023.
  • 149 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q3 2023.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.